马斯克：由于电力供应不足以及地面设施审批困难，到2029年左右，轨道计算（即太空计算平台）可能是大规模扩展AI的唯一出路。

National Financial Regulatory Administration says China's banking-sector RMB and foreign-currency assets totaled 498.0 tln yuan at end-Q2 2026, up 6.6% YoY. Large commercial banks held 221.6 tln yuan, up 8.5%, representing 44.5% of the total; joint-stock commercial banks held 80.4 tln yuan, up 6.2%, 16.1% share. Insurance companies and insurance asset managers had combined total assets of 43.9 tln yuan at end-Q2, up 6.2% YTD: property & casualty insurers 3.4 tln yuan, up 8.4% YTD; life insurers 38.7 tln yuan, up 6.2% YTD; reinsurers 879.0 bln yuan, up 2.5% YTD; insurance asset managers 149.1 bln yuan, up 2.4% YTD. Financial holding companies reported consolidated total assets of 29.1 tln yuan, consolidated liabilities of 26.1 tln yuan and consolidated net assets of 3.0 tln yuan.

FITCH says US labor demand will weaken in 2026, with job creation set to decline sharply.